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Technology Stocks : THQ,Inc. (THQI)

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To: Todd D. Wiener who wrote (3426)2/24/1998 11:46:00 PM
From: Jean-Philippe Chevalier  Read Replies (1) of 14266
 
Todd,

Congratulations on your low ball earnings estimate. I expected Farrell would pop a big one and top your estimate, but this was STAGGERING. I have really done well with THQI and I owe my success to you. I bought 800 shares in May while I was still living in Europe at 6 5/8. After I moved back here, I came across this thread and your analysis convinced me to hold THQ instead of selling at my target price. I wanted to buy more at around 10, but couldn't do it until I closed on my house. I did get to load up at just under 14 and added more later. I have been watching your other picks and at times wished that I owned some of them as well, but I have been maxed out on margin waiting for 4Q results. I think I will back off the margin a bit and then diversify a little bit.

I am looking forward to your revised estimates for 1998. When, if ever, do you think we will see a stock split?

Thanks again for all of your constructive posts on SI. You have quite an extensive following here and it is well deserved. I expect Stagger Lee has also joined the fray. If not, he was warned. Of course, there is no value to THQ in rentals!

Don
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